Warren Capital Group is a wealth management company servicing individuals and corporations throughout the nation. We use our decades of experience to construct and manage investment portfolios, apply lending and mortgage tactics, help clients with tax preparation, and implement the proper estate plan. All of these services are necessary to properly manage wealth. As a fiduciary, the burden of investing is placed upon Warren Capital. Our client’s interests are paramount, and we take pride in the trust each client places in us.
OUR VALUE PROPOSITION
Warren Capital Group’s foundational planning software allows you to access your online financial information in one place so you can easily monitor your portfolio, including investment, retirement, and credit card accounts.
There are multiple aspects to managing wealth and they require a consistent, disciplined approach. Our wealth management practice has discipline at its core and is designed to help our clients grow and protect their net worth.
Give your employees a benefit plan that will allow them to begin saving for retirement. We sit down with each company and assess the benefits of each type of plan for both the company and their employees. Employees will also have access to our foundational planning software.
Years of Advising Experience
Investment Advisor Representatives
Families and Companies Served
Founder & CEO
Joe Warren founded Warren Capital in 2005 after serving as Vice President and Associate Branch Manager at Morgan Stanley. Mr. Warren received his BA from the College of Charleston and has completed numerous securities exams including the Series 7, 24, 65, and Rule 144. Mr. Warren has been a resident of Charleston since 2012 and enjoys time with his two young children during off hours.
Parker Allen received his BS from the College of Charleston and was a member of the men's golf team from 2010 to 2014. At Warren Capital Group, Mr. Allen created programs for young professionals to help simplify the financial challenges they will face in their respective fields. He specializes in managing investment portfolios, budgeting, and retirement planning for companies and individuals. Parker is an avid golfer who enjoys attending sporting events in his spare time.
Hector Molini received his BS and MBA from the College of Charleston. Hector’s expertise is identifying financial challenges and goals while working with clients to implement a tailored strategy to successfully maintain financial security. Whether you are worried about retirement, college savings, inheritance, estate planning, saving for a home, and/or debt repayment and consolidation, Hector is prepared to give you unbiased financial advice. He also provides services to business owners such as 401Ks and other business retirement plans.
In his spare time, Hector spends time with his family at the beach and enjoys sailing, playing golf, and pickleball. He is also active with The Greater Charleston First Tee and Lowcountry Maritime School as either a board member or committee member.
Stuart Brown began investing in elementary school with the profits from his newspaper route. In 1982, he started his career as a financial advisor with a boutique municipal bond firm in Washington, DC. The following year, Mr. Brown joined his original broker, EF Hutton. There he worked as Vice President and Portfolio Manager, through the various name changes, until 2014 when he became an independent Registered Investment Advisor.
For any inquiries, questions or commendations, please call: 202-550-0120 or fill out the following form
677 King Street, 3rd Floor
Charleston, SC 29403
Live Oak Endeavors
Warren Capital Group is the proud advisor for Live Oak Endeavors. To learn more about Live Oak, visit holycitycapital.com.
Start Investing: 202-550-0120